See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,517 | $109,817-64.0% | $98,442-59.9% | $167,490-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 30.72% | 1956.69%-1926.0pp | 1492.73%-1462.0pp | 478.56%-447.8pp |
| Employer contribution / active EE | $1,259 | $3,224-60.9% | $2,960-57.5% | $4,837-74.0% |
| Participant deferral / active EE | $874 | $4,673-81.3% | $4,276-79.6% | $6,341-86.2% |
| Admin fee / account holder | $147 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |